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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,683 | $53,128-72.4% | $86,581-83.0% | $70,124-79.1% |
| Participation rate | 45.7% | 65.3%-19.6pp | 73.5%-27.8pp | 69.5%-23.8pp |
| Annual return | 14.57% | 27.66%-13.1pp | 965.06%-950.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $6 | $2,068-99.7% | $2,840-99.8% | $2,342-99.7% |
| Participant deferral / active EE | $826 | $2,695-69.3% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $96 | $3,584-97.3% | $4,904-98.0% | $4,645-97.9% |